Add chat feature With this please

Yes, pretty please!!!

Yes, please!

Yes! I would love an app for client portal AND firm tasks (with push notifications)

Client just asked me if there was one!

bump! Especially with the new receipt module!

Yes and with a chat feature please!

I hope when this change is made that the option for the client to choose between app or how it currently is for them, is still there. For me personally on my side, I need better accessibility on my phone. Whether that be just a better online interface or a mobile app. I’d be happy to just be able to handle client questions and if it improved from the there, great!

Just as Keeper was a game-changer for us, I believe it has the potential to revolutionize the game further with a mobile app for both clients and firms. This could allow Keeper to charge a small nominal fee to business owners to replace tools like HubDocs, Dropbox, or Google Drive.

To truly disrupt the industry, the mobile app should include a feature for uploading and adding receipts, which Keeper should be able to automatically match with the corresponding bank account or credit card transactions. Furthermore, it should match these charges with categorized or pending transactions. For instance, a bookkeeper usually tries to stay on top of things by spending 5-10 minutes each day categorizing all client's transactions. However, most business owners/managers upload receipts only once or twice a week which means that most transaction would have been categorized before the receipts are uploaded. This impedes and stalls bookkeepers business. The portal should be capable of identifying and matching CATEGORIZED transactions with newly uploaded batches of receipts. Ideally, it should notify users when the receipts are uploaded and specify which transactions were affected, allowing a bookkeeper to review and reclassify or recategorize transactions if necessary. If the described feature becomes a reality, it could eliminate 95% of receipt chasing, making everyone's job easier. I am sure both parties would have no problem paying more if something like that existed

ALSO, Mobile app for the firm would be VERY useful. Us entrepreneurs are not always at the desk, and need to assess what tasks need to get done while out and about.